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Xcel Energy

1,121 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+20
Holders Change %
+1.82%
% of All Funds
15.23%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
126
Increased
417
Reduced
360
Closed
84
Calls
$173M
Puts
$36.3M
Net Calls
+$137M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1051
Clearstead Trust
Maine
$9.77K +$9.77K +138 New
DF
1052
Dunhill Financial
United Kingdom
$9.24K -$710 -10 -7%
FFWM
1053
Future Financial Wealth Management
Ohio
$9.13K
DI
1054
DAGCO Inc
Ohio
$8.35K +$8.35K +118 New
VNA
1055
Valley National Advisers
Pennsylvania
$8K -$3.13K -45 -28%
CWC
1056
Carolinas Wealth Consulting
North Carolina
$7.93K -$2.41K -34 -23%
VWA
1057
Valued Wealth Advisors
Utah
$7.15K
T
1058
Transce3nd
Texas
$7.08K
DSC
1059
Duncker Streett & Co
Missouri
$7.08K
TWC
1060
TD Waterhouse Canada
Ontario, Canada
$7.07K -$8.84K -125 -56%
CHC
1061
City Holding Co
West Virginia
$7.01K +$7.01K +99 New
AW
1062
Avion Wealth
Texas
$7K
DIP
1063
DT Investment Partners
Pennsylvania
$6.94K
HIA
1064
Harbor Investment Advisory
Maryland
$6.87K
RTL
1065
Red Tortoise LLC
Georgia
$6.73K
AWM
1066
Activest Wealth Management
Florida
$6.65K +$6.37K +90 +2,250%
IBOK
1067
Independence Bank of Kentucky
Kentucky
$6.37K
AP
1068
Aspect Partners
Virginia
$6.02K -$283 -4 -4%
LFA
1069
LGT Financial Advisors
Texas
$5.91K -$18.9K -265 -76%
HHGA
1070
Halbert Hargrove Global Advisors
California
$5.59K +$5.59K +79 New
PWMG
1071
Private Wealth Management Group
New Jersey
$5.52K
MWM
1072
Mascoma Wealth Management
New Hampshire
$5.31K
PAI
1073
Pittenger & Anderson Inc
Nebraska
$5.1K
OW
1074
Olistico Wealth
Oklahoma
$5.03K +$5.03K +71 New
CPG
1075
Cornerstone Planning Group
New Jersey
$4.99K +$1.71K +24 +52%